Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 96 |
| 1 month | -0.003 | 0 | 59 |
| 3 months | 0.085 | 0 | 75 |
| 1 year | -0.098 | 0 | 96 |
| 3 years | -0.014 | 0 | 72 |
| 5 years | 0.050 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | -0.046 | — |
| 2022 | -0.228 | — |
| 2021 | 0.278 | — |
| 2020 | 0.152 | — |
| 2019 | 0.397 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.091 | 0.071 | — | — |
| 2024 | 0.039 | 0.081 | -0.016 | -0.018 |
| 2023 | -0.039 | -0.019 | -0.043 | 0.056 |
| 2022 | -0.122 | -0.105 | -0.078 | 0.066 |
| 2021 | 0.128 | 0.088 | 0.065 | -0.022 |
| 2020 | -0.283 | 0.218 | 0.091 | 0.209 |
| 2019 | 0.097 | 0.066 | 0.037 | 0.152 |
| 2018 | -0.147 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.143 |
| 3 years | -0.031 |
| 5 years | 0.039 |